Nonprofit · EIN 04-6269182
E JOSEPH EVANS CHARITABLE TRUST
Tax-exempt · PLYMOUTH, MA 02362
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $191,491 | $156,213 | $35,278 | $1,621,552 | $0 | $1,621,552 |
| December 31, 2023 | 990-PF | $21,037 | $154,774 | -$133,737 | $1,619,409 | $0 | $1,619,409 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $19,530
- Interest
- $16,896
- Net gain from sales of assets
- $155,065
Expenses
- Grants and similar amounts paid
- $115,000
- Compensation of officers, directors and key employees
- $16,000
- Disbursements for charitable purposes
- $131,000
- Excise tax on investment income
- $2,089
Balance sheet and other
- Total assets, start of year
- $1,619,409
- Total assets, end of year
- $1,621,552
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,621,552
- Fair market value of assets
- $1,767,073
- Qualifying distributions
- $131,000
- Net investment income
- $191,491
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET ALFIERI 7 SOUTH PARK AVENUE, PLYMOUTH, MA 02360 | TRUSTEE | 3 | $16,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANET ALFIERI 7 SOUTH PARK AVENUE, PLYMOUTH, MA 02360 | TRUSTEE | 3 | $16,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 1650, PLYMOUTH, MA 02362-1650
- In care of
- % F W MILES JR
- Signed the 990-PF
- JANET ALFIERI, TRUSTEE
- Phone
- (781) 588-4190
- Return prepared by
- M CATHERINE LAPSLEY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6269182
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,621,552
- Income (IRS master file)
- $839,286
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $191,491 | $156,213 | $1,621,552 | XML |
| 990-PF | December 2023 | $21,037 | $154,774 | $1,619,409 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about E JOSEPH EVANS CHARITABLE TRUST
- What is the EIN of E JOSEPH EVANS CHARITABLE TRUST?
- The employer identification number (EIN) of E JOSEPH EVANS CHARITABLE TRUST is 04-6269182.
- Is E JOSEPH EVANS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to E JOSEPH EVANS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does E JOSEPH EVANS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of E JOSEPH EVANS CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did E JOSEPH EVANS CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of E JOSEPH EVANS CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $16,000 (JANET ALFIERI, TRUSTEE).
- How much revenue does E JOSEPH EVANS CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $191,491, expenses of $156,213 and total assets of $1,621,552 at year end.
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